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Citigroup
CH
ChadWisperer
Community Contributor
Pole position to benefit from GENIUS Act
The passing of the GENIUS Act establishes a clear regulatory framework for stablecoins, allowing banks like Citi to issue their own stablecoins; Citi Token Services lets Citi position itself as the "killer app" for institutional cross-border payments, absorbing complexities and offering instant, cost-effective solutions; Core business is firing on all cylinders , with record performances in Markets and Wealth, significant share gains in Investment Banking (especially M&A, LevFin, and sponsors), and robust growth in Services and U.S. Personal Banking, all contributing to strong revenue momentum; Highly capital efficient returning $3 billion in capital during the quarter , including $2 billion in share repurchases, part of our $20 billion repurchase plan with a goal of 11% Return on tangible equity (ROTE or ROTCE). ✨ Chat with this narrative: https://notebooklm.google.com/notebook/aa2a6c92-6bd1-495e-beb5-d8d4e6525410 (believe a Google account is required) Background Citigroup Inc.
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US$233.04
FV
58.8% undervalued
intrinsic discount
6.00%
Revenue growth p.a.
Set Fair Value
12
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0
users have commented on this narrative
20
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New
narrative
IREN
KA
kapirey
Community Contributor
IREN will transform from bitcoin miner to leader in AI infrastructure
Key Highlights Financial Performance (Q3 FY25) Record Revenue : $148.1 million Record Adjusted EBITDA : $83.3 million Record EBITDA : $82.7 million Profit After Tax : $24.2 million Avg. Operating Hashrate : 29.4 EH/s Strong Margins : All-in cash cost per BTC mined at $41k vs.
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US$21.48
FV
11.6% undervalued
intrinsic discount
50.00%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
25
users have followed this narrative
9 days ago
author updated this narrative
XRF Scientific
RO
Robbo
Community Contributor
Behind the Assay: XRF Scientific’s Role in Modern Mining Economics
There’s an old saying that in a gold rush, those who make the money are the ones selling the shovels; and mining service companies have indeed proven to be shrewd investments historically. XRF Scientific holds a strong niche in sample preparation equipment and consumables used in X-ray fluorescence (XRF) and X-ray diffraction (XRD) analysis, which are essential in determining the quality and purity of materials.
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AU$2.10
FV
1.4% undervalued
intrinsic discount
9.68%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
9
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NFON
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
AI And Technology Appointments Will Improve Operational Scalability In 2025
Key Takeaways NFON's strengthened leadership and AI-driven initiatives are anticipated to enhance innovation, sales strategies, and profitability. Strategic acquisitions and operational focus are expected to improve efficiencies, margins, and revenue growth in core markets and customer segments.
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€10.20
FV
31.9% undervalued
intrinsic discount
10.55%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
31 minutes ago
author updated this narrative
DNO
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Othello Discovery And Trym Restart Will Expand North Sea Operations
Key Takeaways Strategic focus on North Sea operations and gas resources positions DNO to capitalize on high market prices and grow future earnings. Reopening of strategic pipelines and a strong financial position enable further acquisitions, driving long-term revenue and margin improvements.
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NOK 16.13
FV
13.4% undervalued
intrinsic discount
8.42%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
31 minutes ago
author updated this narrative
Boozt
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Expanding European Reach And AI Adoption Will Drive Success
Key Takeaways Geographic expansion and strategic multi-category diversification on Boozt.com and Booztlet suggest potential long-term revenue growth and market resilience. Efficiency improvements through AI and cost reduction strategies are expected to enhance profitability and support margin expansion.
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SEK 91.67
FV
3.5% undervalued
intrinsic discount
6.38%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
31 minutes ago
author updated this narrative
Super Retail Group
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Investment In Rebel Active Loyalty Program And Digital Transformation Will Boost Customer Engagement
Key Takeaways Loyalty programs and digital transformations aim to enhance customer engagement and boost future revenue and net margins through improved customer loyalty. Expansion and operational strategies, including new stores and automation, focus on improving sales capacity and logistics for increased revenue and efficiency.
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AU$14.39
FV
5.2% overvalued
intrinsic discount
4.04%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
41
users have followed this narrative
31 minutes ago
author updated this narrative
Conduit Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Strong Solvency And Proactive Rate Adjustments Will Support Future Profitability Despite Challenges
Key Takeaways Strong solvency ratio and efficient cost management position Conduit Holdings for growth and improved profitability. Strategic premium growth and responsive rate adjustments enhance revenue potential amid challenging industry conditions.
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UK£5.70
FV
32.4% undervalued
intrinsic discount
7.73%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
31 minutes ago
author updated this narrative
Swiss Re
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
New Rigorous Measures Will Strengthen Resilience And Reduce Volatility In P&C And Life & Health Segments
Key Takeaways Strong pricing environment and disciplined underwriting in P&C Re segment drive revenue growth, despite volatility in markets. Strategic cost reduction initiatives and robust dividend growth signal confidence in enhancing shareholder value and future profitability.
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CHF 139.28
FV
6.0% overvalued
intrinsic discount
4.63%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
47
users have followed this narrative
31 minutes ago
author updated this narrative
Compass Group
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Acquisitions Of Dupont Restauration And 4Service Will Create Future Operational Synergies
Key Takeaways Strategic focus on core markets and digital initiatives is expected to enhance organic revenue growth and improve future net margins. Acquisitions and expansion in underpenetrated regions provide long-term growth opportunities, supporting earnings and shareholder returns.
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UK£27.33
FV
3.0% undervalued
intrinsic discount
6.96%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
31 minutes ago
author updated this narrative
KRUK Spólka Akcyjna
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Digital Upgrades And PLN 25 Billion Investment Will Transform Operations
Key Takeaways Continued strong recoveries in Poland and Romania signal robust revenue growth from these key markets, supporting overall company performance. Digital transformation and synergy gains from Wonga are enhancing efficiencies and profitability, while ongoing investments are set to expand KRUK's asset base.
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zł509.26
FV
20.3% undervalued
intrinsic discount
20.63%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
31 minutes ago
author updated this narrative
Prataap Snacks
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Expansion Into Exports And Quick Commerce Will Boost Future Prospects
Key Takeaways Strategic focus on premiumization, exports, and quick commerce channels aims to boost revenue and diversify growth avenues. Cost-reduction and operational efficiency measures target margin stabilization and earnings improvement.
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₹1.18k
FV
12.5% undervalued
intrinsic discount
12.88%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
31 minutes ago
author updated this narrative
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